2021-02-05T07:53:29-06:00 2020-03-31 GRANT THORNTON LLP 171 N CLARK ST SUITE 200 CHICAGO IL 60601 990 2019-04-01 131621786 American Association of Advertising Agencies % JAMES O'DONNELL AMER 2128500770 1065 Avenue of the Americas New York NY 10018 JAMES O'DONNELL SVP CONTROLLER 2128500713 2021-02-05 true SCOTT THOMPSETT P00741490 3128560200 2019 2022-09-23 18:48:47Z 4A'S Marla Kaplowitz Pres CEO 1065 Avenue of the Americas New York NY 10018 14586912 false X www.AAAA.org X 1917 NY THE 4A'S HELPS EMPOWER OUR MEMBERS TO DELIVER INSIGHTFUL CREATIVITY THAT DRIVES COMMERCE AND INFLUENCES CULTURE, ALL WHILE MOVING THE INDUSTRY FORWARD. 29 28 73 28 0 0 0 0 14957437 12830899 1081570 1118023 369891 364053 16408898 14312975 291400 125800 0 0 9434946 9100057 0 0 0 8356647 5702292 18082993 14928149 -1674095 -615174 16113610 14512633 10043916 9147812 6069694 5364821 X THE AMERICAN ASSOCIATION OF ADVERTISING AGENCIES (AAAA, 4A'S) IS THE LEADING AUTHORITY REPRESENTING THE MARKETING COMMUNICATIONS AGENCY BUSINESS. IT PROVIDES LEADERSHIP, ADVOCACY AND TRAINING THAT EMPOWER AGENCIES TO INNOVATE, EVOLVE AND GROW. (CONTINUED ON SCHEDULE O). false false EDUCATION: AAAA PROVIDES A LIBRARY WITH UNLIMITED INFORMATION PERTAINING TO PRODUCTS AND COMPANIES; AIDS IN SETTING INDUSTRY STANDARDS; PUTS OUT MANY EDUCATIONAL PUBLICATIONS; AND CONDUCTS TRAINING, SEMINARS, AND MEETINGS. AAAA ESTABLISHED ITS WASHINGTON OFFICE TO ADDRESS FEDERAL AND STATE LEGISLATION AND TO EDUCATE LEGISLATORS ON RAMIFICATIONS OF PROPOSED BILLS AFFECTING THE ADVERTISING INDUSTRY. AAAA PROVIDES COUNTLESS OTHER SERVICES, INCLUDING MANAGEMENT STUDIES, TO APPROXIMATELY 350 MEMBER COMPANIES. false false false true false false false true false true false false true true true false true false false false false false false false false false true false true false false false false false false false false false false true true true true false true 21 0 true 73 true true true false false false false false false false X 29 28 false false false false true true true true true false true true true true true true true true true false false X JAMES O'DONNELL 2128500713 1065 AVENUE OF THE AMERICAS New York NY 10018 X Marla Kaplowitz PRESIDENT & CEO 45.0 0.0 X X 807295 0 26482 Mollie Rosen EVP ARM 45.0 0.0 X 333833 0 26531 Richard O'Brien EVP Government Relations 45.0 0.0 X 310000 0 8813 Louis Jones EVP Media & Data Practice 45.0 0.0 X 300197 0 8559 Charles Foxgrover Chief Digital Officer 45.0 0.0 X 266150 0 22367 James O'Donnell EVP Finance/Treasurer 45.0 0.0 X 225831 0 27080 Margaret Lamparilloth EVP - Mar Com/Events & Partner 45.0 0.0 X 232484 0 16205 Simon Fenwick EVP Diversity 45.0 0.0 X 222000 0 8097 Thomas Finneran Thru EVP Management Services 45.0 0.0 X 217453 0 11530 Matt Kasindorf SVP 45.0 0.0 X 194833 0 13867 Alison Pepper As of 0 EVP Government Relations 45.0 0.0 X 200750 0 7543 Harley Griffiths SVP 45.0 0.0 X 176840 0 17868 Gregory Walker SVP 45.0 0.0 X 191252 0 3439 Erika Rasmussen SVP 45.0 0.0 X 186500 0 5595 Marsha Appel SVP 45.0 0.0 X 169390 0 5082 Gerald McGee Thru 04 EVP Western Region 45.0 0.0 X 122043 0 3354 Donna Tobin As of 11 EVP - Mar Com/Events & Partner 45.0 0.0 X 45833 0 55 Christine Fruechte Secretary/Treasurer 1.0 0.0 X X 0 0 0 Barry Wacksman Chair 1.0 0.0 X X 0 0 0 Abbey Klaassen Vice Chair 1.0 0.0 X X 0 0 0 Sharon Napier Vice Chair 1.0 0.0 X X 0 0 0 Greg Stern Past Chair 1.0 0.0 X X 0 0 0 Lou Aversano DIRECTOR-AT-LARGE 1.0 0.0 X 0 0 0 Marie-Claire Barker DIRECTOR-AT-LARGE 1.0 0.0 X 0 0 0 Susan Credle DIRECTOR-AT-LARGE 1.0 0.0 X 0 0 0 Laura Maness DIRECTOR-AT-LARGE 1.0 0.0 X 0 0 0 Erin Matts DIRECTOR-AT-LARGE 1.0 0.0 X 0 0 0 Kathy Ring DIRECTOR-AT-LARGE 1.0 0.0 X 0 0 0 Rob Schwartz DIRECTOR-AT-LARGE 1.0 0.0 X 0 0 0 Steve Williams DIRECTOR-AT-LARGE | MLC Chair 1.0 0.0 X 0 0 0 Mark Bachmann Central Region Director 1.0 0.0 X 0 0 0 Karen Seamen Central Region Director 1.0 0.0 X 0 0 0 Daisy Exposito Eastern Region Director 1.0 0.0 X 0 0 0 Andrew Graff Eastern Region Director 1.0 0.0 X 0 0 0 Brad Bennett southern Region Director 1.0 0.0 X 0 0 0 Bob Morrison southern Region Director 1.0 0.0 X 0 0 0 Richard Ward southern Region Director 1.0 0.0 X 0 0 0 David Angelo western Region Director 1.0 0.0 X 0 0 0 John Gallegos western Region Director 1.0 0.0 X 0 0 0 Eric Johnson western Region Director 1.0 0.0 X 0 0 0 Brad W Brinegar DIRECTOR-AT-LARGE (THRU 12/19) 1.0 0.0 X 0 0 0 MARTIN CASS DIRECTOR-AT-LARGE (THRU 12/19) 1.0 0.0 X 0 0 0 DEBBY REINER DIRECTOR-AT-LARGE (THRU 12/19) 1.0 0.0 X 0 0 0 BILL KOENIGSBERG DIRECTOR-AT-LARGE (THRU 12/19) 1.0 0.0 X 0 0 0 LIZ ROSS DIRECTOR-AT-LARGE (THRU 12/19) 1.0 0.0 X 0 0 0 ADAM COTUMACCIO COO (as of 02/20) 45.0 0.0 X 0 0 0 4202684 0 212467 22 false true false Creative Circle LLC 300 Park Ave S 7th Floor NEW YORK NY 10010 HR Consulting 343431 Venable LLP 1290 Avenue of Americas 20th FL NEW YORK NY 10104 Legal Services 240340 Element Eleven Inc 663 West 100 South SALT LAKE CITY UT 84104 Software Development 161667 614 Group LLC 214 W 29th St NEW YORK NY 10001 Program Stragety 138363 Digennaro Communications LLC 18 West 21st Street 6th Floor NEW YORK NY 10010 Public Relationship 137785 8 0 MEMBERSHIP DUES 900099 11874673 11874673 0 0 CONFERENCES AND TRAINING 900099 814704 814704 0 0 PUBLICATIONS AND TAPE SALES 900099 66050 66050 0 0 INITIATION FEE 900099 20510 20510 0 0 SERVICE FOR NEW AGENCIES 900099 42000 42000 0 0 12962 12962 0 0 12830899 1103230 1103230 0 0 0 0 0 288730 273937 14793 14793 14793 0 0 0 0 0 0 0 0 0 INTERCOMPANY REIMBURSEMENTS 900099 150000 150000 0 0 JAY CHIAT AWARD ENTRY FEES 900099 138200 138200 0 0 MISCELLANEOUS REVENUE 900099 75853 75853 0 0 364053 14312975 13194952 0 1118023 124000 0 1800 0 3334359 0 4680633 60461 613970 410634 0 332441 100580 0 0 0 336965 90240 638320 43129 0 1414759 459107 0 784324 0 0 421667 75657 SPECIAL PROJECTS 401350 0 0 0 PUBLICATION AND SUBSCRIPTION 509340 0 0 0 DUES AND FEES 46639 0 0 0 AWARD PROGRAMS 3863 0 0 0 43911 14928149 0 0 0 2378575 1653979 946564 664807 0 0 1160606 911171 0 0 0 0 0 0 0 0 295132 334376 5188587 3657199 1762127 1531388 8609745 8399291 0 0 0 0 0 0 960861 1017621 16113610 14512633 2389163 1234114 0 0 3790940 4124004 0 0 734691 749449 0 0 0 0 0 0 3129122 3040245 10043916 9147812 X 6069694 5364821 0 0 6069694 5364821 16113610 14512633 X -615174 3353 -93052 X false true X true false true true false false true 2625773 1434829 1190944 1040380 822302 235928 1522435 1400069 104516 1531388 INVESTMENT IN AD-ID 699886 SECURITY DEPOSTS 317735 1017621 0 DEFERRED RENT 1660963 DEFERRED COMPENSATION AGREEMENTS 1027484 OTHER LIABILITIES 351798 3040245 X 14316328 3353 3353 14312975 14312975 15021201 93052 93052 14928149 14928149 ESCROW OR CUSTODIAL ACCOUNT LIABILITY SCHEDULE D, PART IV THE FUNDS REPORTED ON THE FORM 990, PART X, LINE 21 INCLUDE AMOUNTS ASSOCIATED WITH THE VARIOUS REGIONAL COUNCILS THAT HOST GATHERINGS AND SPECIALISTS TO DISCUSS A BROAD ARRAY OF ADVERTISING TOPICS. THE PAYABLE ACCOUNT REPRESENTS THE NET INCOME AND EXPENSES ASSOCIATED WITH FUNDING THE COUNCIL ACTIVITIES. SCHEDULE D, PART XII, LINE 2D NET PERIODIC PENSION BENEFIT - $93,052 FIN 48 FOOTNOTE THE AAAA FOLLOWS GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FASB ESTABLISHED CRITERION THAT AN INDIVIDUAL TAX POSITION MUST MEET FOR SOME OR ALL OF THE BENEFITS OF THAT POSITION TO BE RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS STANDARD REQUIRES THE ASSOCIATION TO DETERMINE WHETHER A TAX POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE AAAA IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(6) OF THE U.S. INTERNAL REVENUE CODE (THE "CODE"), THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE AAAA HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE AAAA'S HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND, TO REVIEW OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ADOPTION OF THIS STANDARD HAS NOT HAD AN IMPACT ON THE ASSOCIATION'S CONSOLIDATED FINANCIAL STATEMENTS. true AAAA Foundation 1065 Avenue of the Americas NY NY 10018 133949950 501(c)(3) 75000 0 Contributions/Sponsorships AEF (ANA Educationl Foundation) 10 Gr Cent 155 E 44th St ny NY 10017 133228986 501(c)(3) 6500 0 Contributions/Sponsorships Advertising Week 212 w 35th Street New York NY 10001 542122176 501(c)(3) 8500 0 Contributions/Sponsorships 3 0 PROCESS FOR MONITORING THE USE OF GRANT FUNDS IN THE U.S. AAAA PRINCIPALLY PROVIDES MONETARY SUPPORT TO ITS RELATED ORGANIZATION, THE AAAA FOUNDATION, SO THAT THE FOUNDATION CAN PURSUE ITS CHARITABLE MISSION. NO FURTHER MONITORING OF THIS PARTICULAR GRANT IS REQUIRED AS BOTH ORGANIZATIONS SHARE A COMMON GOAL. AAAA PERIODICALLY SPONSORS OTHER ORGANIZATIONS SO LONG AS MANAGEMENT DETERMINES THAT THOSE ORGANIZATIONS HAVE GOALS AND OBJECTIVES THAT ALIGN WITH AAAA'S TAX-EXEMPT MISSION. AAAA ROUTINELY CONDUCTS BUSINESS WITH THESE ORGANIZATIONS AND RECEIVES ASSURANCES THAT GIFTED FUNDS ARE USED FOR THEIR INTENDED PURPOSES. X X true true X X X X false false false Marla Kaplowitz PRESIDENT & CEO 600000 0 200000 0 7295 0 5845 0 20637 0 833777 0 0 0 James O'Donnell EVP Finance/Treasurer 195682 0 30000 0 149 0 6770 0 20310 0 252911 0 0 0 Simon Fenwick EVP Diversity 215000 0 7000 0 0 0 0 0 8097 0 230097 0 0 0 Thomas Finneran Thru 0619 EVP Management Services 152453 0 65000 0 0 0 6225 0 5305 0 228983 0 0 0 Richard O'Brien EVP Government Relations 270000 0 40000 0 0 0 8400 0 413 0 318813 0 0 0 Alison Pepper As of 0619 EVP Government Relations 183750 0 17000 0 0 0 6023 0 1520 0 208293 0 0 0 Mollie Rosen EVP ARM 263833 0 70000 0 0 0 8400 0 18131 0 360364 0 0 0 Louis Jones EVP Media & Data Practice 232197 0 68000 0 0 0 3417 0 5142 0 308756 0 0 0 Charles Foxgrover Chief Digital Officer 216150 0 50000 0 0 0 7985 0 14382 0 288517 0 0 0 Marsha Appel SVP 162390 0 7000 0 0 0 5082 0 0 0 174472 0 0 0 Harley Griffiths SVP 169340 0 7500 0 0 0 5305 0 12563 0 194708 0 0 0 Erika Rasmussen SVP 165000 0 21500 0 0 0 5595 0 0 0 192095 0 0 0 Margaret Lamparillothru 1019 EVP - Mar Com/Events & Partner 202484 0 30000 0 0 0 0 0 16205 0 248689 0 0 0 Matt Kasindorf SVP 185833 0 9000 0 0 0 5845 0 8022 0 208700 0 0 0 Gregory Walker SVP 183152 0 8100 0 0 0 1911 0 1528 0 194691 0 0 0 Schedule J, Part I, Line 1a TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE FOLLOWING INDIVIDUALS RECEIVED TAX GROSS-UP PAYMENTS IN 2019. THESE AMOUNTS ARE INCLUDED IN THEIR TAXABLE WAGES: MARLA KAPLOWITZ $7,295 GERALD MCGEE $158 JAMES O'DONNELL $149 HEALTH OR SOCIAL CLUB DUES IN FISCAL YEAR 2020, MARLA KAPLOWITZ RECEIVED A REIMBURSMENT FOR HEALTH CLUB DUES THAT WAS TAXABLE TO HER AND INCLUDED IN HER TAXABLE WAGES. ORGANIZATION'S MISSION (CONTINUED) Form 990, Part III, Line 1 IT SERVES 740 MEMBER AGENCIES ACROSS 1,400 OFFICES THAT CONTROL MORE THAN 85 PERCENT OF TOTAL U.S. ADVERTISING SPENDING. THE 4A'S IS COMMITTED TO PROTECTING THE BEST INTERESTS OF ITS MEMBERS, THEIR EMPLOYEES AND THE INDUSTRY AT LARGE. ITS BENEFITS DIVISION INSURES MORE THAN 164,000 AGENCY PROFESSIONALS, AND THE DC OFFICE ADVOCATES FOR POLICIES THAT BEST SUPPORT A THRIVING ADVERTISING INDUSTRY. WITH ITS BEST IN CLASS LEARNING AND CAREER DEVELOPMENT PROGRAMS, THE 4A'S AND ITS FOUNDATION FUEL A ROBUST DIVERSITY PIPELINE OF TALENT FOR ITS MEMBERS AND THE MARKETING AND MEDIA INDUSTRY, FOSTERING THE NEXT GENERATION OF LEADERS. NUMBER OF EMPLOYEES FORM 990, PART V, LINE 2A THE ASSOCIATION REPORTED 73 EMPLOYEES ON ITS 2019 FORM W-3; HOWEVER, THE ASSOCIATION NOTES THAT SOME OF THOSE EMPLOYEES PROVIDED SERVICES EXCLUSIVELY TO RELATED ORGANIZATIONS, AAAA BENEFITS, INC. AND TO AN UNRELATED PARTY, THE HEALTH CARE COALITION. THE COSTS OF THOSE SERVICES WERE REIMBURSED IN FULL BY THE DESIGNATED ORGANIZATIONS. PLEASE REFER TO SCHEDULE R FOR MORE DETAIL. FAMILY OR BUSINESS RELATIONSHIPS FORM 990, PART VI, LINE 2 MANY ACTORS FUND TRUSTEES WORK IN THE ENTERTAINMENT INDUSTRY. THESE INDIVIDUALS ENTER INTO BUSINESS ARRANGEMENTS AMONG THEMSELVES. THESE RELATIONSHIPS ARE FLUID THROUGHOUT ANY GIVEN YEAR AND SO IDENTIFYING EACH AND EVERY ONE IS VERY DIFFICULT. THESE BUSINESS RELATIONSHIPS HAVE NO IMPACT ON THE ACTORS FUND'S OPERATIONS. MEMBERS OR STOCKHOLDERS Form 990, Part VI, Line 6 THE AMERICAN ASSOCIATION OF ADVERTISING AGENCIES, INC. IS A TRADE ASSOCIATION WHOSE MEMBERS REPRESENT A WIDE RANGE OF DISCIPLINES WITHIN THE MARKETING COMMUNICATIONS LANDSCAPE. MEMBERS PARTICIPATE IN SHAPING THEIR ORGANIZATION AND ENTIRE INDUSTRY THROUGH THEIR DEDICATED WORK ON COMMITTEES, REGIONS, COUNCILS, AND FORUMS AS WELL AS SERVING ON THE NATIONAL BOARD. MEMBERS OR STOCKHOLDERS WHO MAY ELECT Form 990, Part VI, Line 7A THE CHAIR OF THE BOARD AND THE SECRETARY-TREASURER SHALL BE ELECTED AT AN ANNUAL MEETING OF THE MEMBERS OF THE ASSOCIATION TO SERVE FOR TWO YEARS. THE VICE-CHAIR SHALL BE ELECTED AT AN ANNUAL MEETING IN YEARS NOT HAVING AN ELECTION OF A CHAIR AND SHALL SERVE FOR ONE YEAR. THE DIRECTORS-AT-LARGE SHALL BE ELECTED TO SERVE FOR A PERIOD OF THREE YEARS. REGIONAL DIRECTORS, NOMINATED BY THE RESPECTIVE REGIONS, SHALL BE ELECTED TO SERVE FOR ONE YEAR. THE DIRECTORS-AT-LARGE SHALL BE DIVIDED INTO THREE CLASSES TO CONSIST OF FOUR IN EACH CLASS. ONE CLASS SHALL BE ELECTED ANNUALLY. DECISIONS SUBJECT TO APPROVAL Form 990, Part VI, Line 7b ALL ELECTIONS AND RESOLUTIONS, UNLESS OTHERWISE SPECIFICALLY PROVIDED FOR, SHALL REQUIRE A MAJORITY VOTE OF THE MEMBERS IN ATTENDANCE. TWENTY PERCENT OF THE MEMBERS SHALL CONSTITUTE A QUORUM AT ANY ANNUAL OR SPECIAL MEETING OF THE ASSOCIATION FOR THE TRANSACTION OF BUSINESS. FORM 990 REVIEW PROCESS Form 990, Part VI, Line 11b THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, GRANT THORNTON, LLP, IN CONJUNCTION WITH THE ASSOCIATION'S FINANCIAL DEPARTMENT. ONCE COMPLETED, A DRAFT OF THE 2019 FORM 990 IS SENT TO THE MEMBERS OF THE BOARD OF DIRECTORS PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. CONFLICT OF INTEREST POLICY MONITORING AND ENFORCEMENT Form 990, Part VI, Line 12c ALL BOARD MEMBERS, OFFICERS AND EMPLOYEES ARE REQUIRED ANNUALLY TO DISCLOSE ANY CONFLICTS OF INTEREST THAT MAY ARISE BY VIRTUE OF THEIR EMPLOYMENT OR BOARD SERVICE WITH THE ASSOCIATION. EACH INDIVIDUAL IS REQUIRED TO SIGN THE CODE OF CONDUCT POLICY ANNUALLY (WHICH ATTESTS TO THEIR INDEPENDENCE). WITHIN THE CODE OF CONDUCT POLICY THERE IS A REQUIREMENT TO DIVULGE ANY CONFLICT. THE SIGNED DOCUMENTS ARE RETAINED BY HUMAN RESOURCES AND THE BOARD SECRETARY. POTENTIAL CONFLICTS OF INTEREST ARE INVESTIGATED IMMEDIATELY. PROCESS USED TO DETERMINE EXECUTIVE COMPENSATION Form 990, Part VI, Line 15a THE ASSOCIATION HAS ESTABLISHED A COMPENSATION COMMITTEE TO DETERMINE THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL. THE COMPENSATION COMMITTEE MEETS ANNUALLY TO APPROVE BOTH RAISES AND BONUSES. THE OVERALL SALARY AND BENEFIT EXPENSES FOR THE NEXT FISCAL YEAR ARE PRESENTED TO THE FULL BOARD OF DIRECTORS IN JANUARY. THE BOARD OF DIRECTORS IS REQUIRED TO APPROVE THE BUDGET, BEFORE SALARY INCREASES GO INTO EFFECT. NONE OF THE OFFICERS AND/OR KEY EMPLOYEES MAY HAVE INPUT INTO THEIR OWN COMPENSATION PACKAGES. THE LAST COMPENSATION STUDY WAS PERFORMED IN OCTOBER OF 2020. HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC Form 990, Part VI, Line 19 THE ASSOCIATION MAKES ITS CONSTITUTION AVAILABLE TO THE PUBLIC ON ITS WEBSITE. THE ASSOCIATION'S CONFLICT OF INTEREST POLICY, EXEMPTION APPLICATION, BYLAWS, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AND AT MANAGEMENT'S DISCRETION. COMPENSATION FORM 990, PART VII THE AMERICAN ASSOCIATION OF ADVERTISING AGENCIES, INC. ALLOCATES A PERCENTAGE OF ITS EXECUTIVE SALARIES TO A RELATED TAXABLE CORPORATION, AAAA BENEFITS, INC. FOR PURPOSES OF PART VII AND SCHEDULE J, ALL SALARY IS BEING REPORTED TO THE ASSOCIATION SINCE IT ISSUES W-2 FORMS TO THE OFFICERS. FOR THE YEAR ENDING 03/31/2020, THE ASSOCIATION ALLOCATED SALARIES EQUAL TO APPROXIMATELY $150,000 TO AAAA BENEFITS, INC. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES NET PERIODIC PENSION BENEFIT - $(93,052) 4A'S WORKPLACE ENLIGHTENMENT LLC 1065 AVENUE OF THE AMERICAS NEW YORK NY 10018 EDUCATION NY AAAA AAAA Foundation 1065 Avenue of the Americas New York NE 10018 133949950 Scholarships NY 501(c)(3) 7 NA false Advertising Digital Identification LLC 1065 Avenue of the Americas New York NY 10018 061639073 Digital ID's NY NA RELATED 1772729 1220822 false 0 true 0.50000 AAAA Benefits Inc 11020 David Taylor Drive Suite 305 Charlotte NC 28262 133439015 EMP Benefits NC AAAA C Corp 2808200 7153152 1.00000 true AAAA Insurance Company Ltd 11020 David Taylor Drive Suite 305 Charlotte NC 28262 980207541 Insurance BD AAAA C Corp 20792177 30121464 1.00000 true AAAA Group Insurance Trust 11020 David Taylor Drive Suite 305 Charlotte NC 28262 133685892 Support Svcs NC AAAA Trust 0 0 1.00000 true false true false false false true false false false false false true false true true false true false true AAAA FOUNDATION S 159061 FMV AAAA BENEFITS INC L 150000 FMV AAAA BENEFITS INC O 230111 FMV AAAA BENEFITS INC Q 1001828 FMV AAAA BENEFITS INC F 100000 DIRECT ADVERTISING DIGITAL IDENTIFICATION LLC S 795000 DIRECT AAAA FOUNDATION B 75000 DIRECT SCHEDULE R, PART V, LINE 2 THE ASSOCIATION DISCLOSES SIX TRANSACTIONS ON SCHEDULE R. THE ASSOCIATION IS REIMBURSED BY AAAA FOUNDATION FOR CERTAIN ADMINISTRATIVE, PROGRAMMATIC AND SUPPORT SERVICES. THESE EXPENSES ARE REIMBURSED AT COST AND THE TOTAL REIMBURSED FOR THE YEAR ENDING MARCH 31, 2020 WAS $159,061. THE ASSOCIATION ALSO MADE A GRANT PAYMENT TO AAAA FOUNDATION IN THE AMOUNT OF 75,000 DURING FY2020. THE ASSOCIATION IS REIMBURSED BY AAAA BENEFITS FOR A PERCENTAGE OF THE SALARY COSTS OF SIX EMPLOYEES, AS WELL AS A PERCENTAGE OF LEGAL AND PAYROLL COSTS. THE ASSOCIATION DOES NOT ASSESS ANY MARK UP ON THESE EXPENSES; THEY ARE REIMBURSED AT COST AND THE TOTAL REIMBURSED FOR THE YEAR ENDING MARCH 31, 2020 WAS $150,000 FOR ADMINISTRATIVE AND SUPPORT SERVICES. THE ASSOCIATION IS ALSO REIMBURSED $1,391,000 FOR THE YEAR ENDING MARCH 31, 2020 FOR EXPENSES THAT DEAL WITH SALARIES AND EMPLOYEE BENEFITS. THE ASSOCIATION, LIKEWISE, RECEIVED A DIVIDEND FROM AAAA BENEFITS IN THE AMOUNT OF $100,000. THE ASSOCIATION INVESTS IN ADVERTISING DIGITAL IDENTIFICATION LLC; THE DISTRIBUTION FROM THIS INVESTMENT FOR THE YEAR ENDING MARCH 31, 2020 WAS $795,000.